Anna joined Equitable Advisors in their Retirement Benefits Group in 2020. In this role, she served public school teachers, focusing on providing retirement planning solutions tailored to their needs. Anna is now a Registered Sales Assistant Broker, assisting the valued clients of Precision Private Wealth with their account needs and foster existing client relationships.
Anna earned her undergraduate degree in Financial Services from Bryant University. She holds the FINRA Series 7, Series 63, Series 65, and Life, Accident, and Health Licenses.
Anna grew up and currently resides in Dighton, MA. She enjoys spending time with her nieces and nephew, family, friends, and her dog Ahsoka. She enjoys traveling to new places and hopes to someday fill her passport with numerous adventures abroad.